Morningstar appoints co-heads of managed funds research

morningstar/financial-planners/fund-manager/chief-executive/

21 August 2009
| By Benjamin Levy |

Morningstar has appointed Chris Douglas and Tim Murphy as co-heads of its managed funds research team. Douglas will be responsible for leading the fund manager review process, while Murphy will manage model portfolios and relationships with consulting and adviser clients.

They will also be responsible for coordinating their local fund research with other research teams.

Former head of adviser and research Anthony Serhan will take up the position of managing director of consulting firm Intech.

Morningstar is also creating an enhanced ratings committee structure, consisting of former Credit Suisse Boston First head of equity research Tony Young, in-house research staff and senior analysts.

Chief executive Andrew Bird said Douglas and Murphy will continue to drive forward improvements to Morningstar's fund research processes and the services it provides to investors and financial planners.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 2 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND